1,018 hedge funds and large institutions have $38.6B invested in MSCI in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 401 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

6% less capital invested

Capital invested by funds: $41B → $38.6B (-$2.41B)

24% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 126

Holders
1,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$160M
Puts
$146M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
551
SBI Securities
Japan
$803K
MLL
552
Moody Lynn & Lieberson
Massachusetts
$797K
RCM
553
RB Capital Management
Nevada
$792K
EAM
554
Empirical Asset Management
Massachusetts
$790K
WPC
555
Wedmont Private Capital
Pennsylvania
$789K
SFM
556
Signet Financial Management
New Jersey
$788K
WAG
557
Wallace Advisory Group
California
$771K
MWM
558
Mission Wealth Management
California
$770K
GI
559
GAMMA Investing
California
$769K
BWM
560
BAM Wealth Management
Colorado
$767K
MAS
561
Meeder Advisory Services
Ohio
$757K
LIP
562
Liontrust Investment Partners
United Kingdom
$756K
BMCM
563
Bryn Mawr Capital Management
Pennsylvania
$751K
DZ Bank
564
DZ Bank
Germany
$750K
BOSSRA
565
B.O.S.S. Retirement Advisors
Utah
$750K
BPA
566
Beacon Pointe Advisors
California
$749K
CAM
567
Creekmur Asset Management
Illinois
$743K
DAS
568
Diversify Advisory Services
Utah
$734K
DS
569
DRW Securities
Illinois
$729K
QPBE
570
Quintet Private Bank (Europe)
Luxembourg
$729K
CAM
571
Cypress Asset Management
Texas
$727K
NP
572
NorthRock Partners
Minnesota
$712K
S
573
SignatureFD
Georgia
$705K
OWCM
574
One Wealth Capital Management
Arizona
$693K
Kovitz Investment Group Partners
575
Kovitz Investment Group Partners
Illinois
$685K